This document outlines the calibration process for test equipment in SAP PM, including: 1. Creating master inspection characteristics, equipment tasks lists, and maintenance plans for scheduling calibration work. 2. Generating calibration orders, carrying out tasks, and recording calibration results. 3. Making a usage decision based on the results to determine if equipment passes calibration or needs to be deactivated. The process integrates test equipment management from the SAP Quality Management module with maintenance order processing in PM.

1. 1. Purpose: This document highlights the Calibration process for Test Equipments in SAP PM.
2. Inclusions in this document: Primarily to highlight the Data objects, Process flow with key
emphasis on additional process steps to be performed in Test Equipment Management
(Calibration as known in SAP). Test Equipment Management is a PM – QM integration
functionality provided in SAP Quality Management module. As QM module is currently not in
use within Iluka, this document would stress on aspects of QM which are relevant to the
process and would be new to MPA process scope.
3. Exclusions from this document: This document does not get into details of maintenance
order processing to a great depth as it is understood that users are adept in the process.
Integration points are however detailed wherever relevant.
4. Terminologies and Process:
Master Inspection Characteristics (MIC): Master Inspection Characteristics signifies the
characteristics of a material/Test Equipment which will be observed during Inspection and the
value of the same Test recorded. For example: In this document wehave considered the Test
Equipment as a Pressure Gauge whose key Inspection characteristic (MIC) would be
Pressure reading (would include Lower Reading, Upper Reading, Mean Reading if relevant).
Master Inspection Characteristics for Test Equipment management should preferably be
maintained as master data in SAP to facilitate accurate and seamless Calibration
Management process.
Inspection type: Inspection type is a term introduced from QM module. It simply refers to the
source of Inspection. For example: If the source of Quality inspection is Goods receipt,
Inspection type is 01, if it is Production receipt it is 04, for Test Equipment Calibration work
it is 14 and so on. For Calibration (Test Equipment Management) scenario, inspection type
14 should be used, as demonstrated in this document.
Inspection point: Inspection points are used to identify objects under inspection. For example
– Inspection point to identify samples, Inspection point to identify Maintenance
objects,freely defined Inspection points and so on.
Inspection point 300 is used to identify Equipments for Calibration in Standard SAP system. A
configuration snapshot below:
Inspection Lot:Inspection Lots are generated on a sample based on a specific trigger or
manually. In calibration work, Inspection Lot on a Test Equipment (using Fixed sample of
quantity 1) would be created when a Calibration work order is released. Inspection Lot No
14xxxxxxxx.. will be generated with Inspection type as 14.

2. Result Recording& Usage decision:Result recording is carried out on the Inspection Lot generated.
During result recording, the value of the MIC as observed during Calibration/Inspection is recorded in
the system.
Result recording is followed by Valuation of sample and Usage decision on the sample.
In Calibration work, as detailed later in the document, if the Test Equipment is found to be unfit for
use, i.e. its MIC readings are not as per standard or not within prescribed tolerances, based on the
Usage decision, the Equipment can be deactivated <or>Frequency of Maintenance plan
increased<or>Notification can be generated.
5. Steps in Calibration – Test Equipment Management
a. Master data – Equipment master should be created/must exist
It is better to have a separate category for Test Equipments. So have created a category
“T” for Test equipments in Sandbox and done necessary settings for the same. However,
continuing with current Equipment categories will also allow the process to run.
Transaction code: IE01 (Create)/IE02 (Change)/IE03 (Display)

4. Equipment created with the number 3XXXXXXX
b. Creation of Class/Characteristics in system (On time creation master data)
Transaction code: Create Class – CL01, Create characteristics – CT04
Class Type = 005

5. Created a common Class for MICs and Characteristics PRESSUREMEAS for Electronic pressure
transmitter assuming it transmits signals in range of 4-20 milli ampere and calibrated in that range

7. c. Creation of Master Inspection Characteristics
Transaction code: QS21 (Create)/ QS23 (Change)/ QS34 (Display)

8. Enter the Plant, Validity start date and reference characteristics (have used PRESSUREMEAS as
reference characteristics)
Control Indicators are critical while creating MICs and a Sampling procedure (based on Fixed
sampling with sample size 1 assigned). Catalogs can also be assigned

9. Characteristic 0010 10000000 01.01.2010 was created
d. Create Equipment Task List with Inspection point 300 and with assigned MIC’s againat
operation
Transaction code: IA01 (Create)/ IA02 (Change)/ IA03 (Change)

10. Please note that to classify a Task List as a Calibration Task List for Equipment, Inspection point 300
is selected under Task List -> Header -> QM Data
In Operation screen, enter the Operation details and assign MIC or MIC’s to operation. A sampling
procedure TESTEQPT (as created in QM) also assigned at MIC level

11. Save the Task List
e. Create a Maintenance Plan for scheduling Calibration work (usually calibration work is
recommended as a Periodically Planned work)
Transaction code: IP01
Here as an example a Strategy based plan using Task List created above has been used
A Maintenance plan category CL has been added for Calibration work.in Sandbox
Also a PM Order type CALB has been fully configured for Calibration work and should be used in
Calibration plans
Maintenance plan 11511 created
f. Maintenance Plan is scheduled to generate a Calibration Order
Transaction code: IP10/IP30

12. Calibration Maintenance order is generated post scheduling
g. Plan and release the Calibration order
Transaction code: IW32
Plan Labour hours, Plan material components, Plan services in Order if and as relevant
and release the order
Result – Order would be released for further processing and Inspection Lot would be
generated for Calibration recording.
Order will get the system status REL ILAS NMAT PRC SETC
ILAS means Inspection lot assigned

13. h. Carry out calibration task, and process the Calibration order
This is as per current standard process and hence niot been detailed further
Labour hours (internal) are booked to order, Materials if any are Issued (Stock
material)/GR (Non stock material), Service entries (in case of external service) are
recorded against the Calibration order
i. Result Recording/Valuation and confirming Usage Decision
Transaction code: QA32
In selection screen, select Inspection Lot origin as 14. You can enter other selection
criteria as Plant, period etc.
Execute the report

15. Select the Inspection Lot and click on Results for result recording

16. Enter Inspection result. Let us suppose it fails to meet the Calibration Limits -->
select the Reject check box. Valuation will be marked with a Red cross.

17. Defects can also be recorded based on Catalog and Textual Descriptions

18. A subsequent Notification can be created for same as well
Save the Result Recording and Click on Tab Usage Decision in QA32 Report Output screen
Usage decision would decide the action on Equipment – i.e whether it would be kept as usable or
would it be deactivated from active usage etc.

19. Enter usage decision and save the Inspection Lot. The Inspection Lot will be removed from QA32
Report output list of Inspection Lots without UD – it will not show in List

20. On saving the Usage decision, the PM data would be updated and PM Calibration Work Order would
be automatically assigned TECO status.
These are known as Follow up actions triggered and can be controlled through relevant system
configuration.